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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,116,898 | $162,136+588.9% | $152,301+633.3% | $154,746+621.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.04% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,775 | $4,890-43.3% | $4,624-40.0% | $4,379-36.6% |
| Participant deferral / active EE | $9,640 | $8,341+15.6% | $8,004+20.4% | $6,730+43.2% |
| Admin fee / account holder | $114 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |